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LJI Wealth Management’s HEICO Corp HEI Stock Holding History

LJI Wealth Management’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$606K Sell
1,700
-50
-3% -$15.2K 0.08% 96
2026
Q1 		$480K Hold
1,750
– – 0.08% 108
2025
Q4 		$566K Hold
1,750
– – 0.09% 98
2025
Q3 		$565K Hold
1,750
– – 0.1% 79
2025
Q2 		$574K Sell
1,750
-150
-8% -$41.5K 0.1% 83
2025
Q1 		$508K Sell
1,900
-100
-5% -$24.4K 0.1% 83
2024
Q4 		$475K Hold
2,000
– – 0.09% 93
2024
Q3 		$523K Sell
2,000
-100
-5% -$24.2K 0.11% 98
2024
Q2 		$470K Sell
2,100
-100
-5% -$21.1K 0.1% 103
2024
Q1 		$420K Sell
2,200
-132
-6% -$24.5K 0.11% 91
2023
Q4 		$417K Hold
2,332
– – 0.11% 100
2023
Q3 		$378K Hold
2,332
– – 0.11% 98
2023
Q2 		$413K Sell
2,332
-10
-0.4% -$1.69K 0.12% 89
2023
Q1 		$401K Hold
2,342
– – 0.13% 87
2022
Q4 		$360K Buy
+2,342
New +$365K 0.13% 84

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LJI Wealth Management's HEI Position: Q2 2026 in Review

LJI Wealth Management reduced its HEICO Corp (HEI) stake by 2.9% in Q2 2026, selling an estimated $15.2K and leaving 1,700 shares worth $606K. The position accounts for 0.08% of the portfolio, ranked #96.

LJI Wealth Management first reported a position in HEI in Q4 2022 and has held it in 15 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • LJI Wealth Management held 1,700 shares of HEICO Corp worth $606K as of Q2 2026.
  • LJI Wealth Management sold 50 HEICO Corp shares in Q2 2026, an estimated $15.2K.
  • HEICO Corp made up 0.08% of LJI Wealth Management's portfolio in Q2 2026, its #96 holding.
  • LJI Wealth Management first reported a position in HEICO Corp in Q4 2022 and has held it in 15 quarters since.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.